Investment

Our goal at the Carlson Financial Group is to provide our clients with a superior approach to managing wealth. We take into account that each individual/group requires an investment strategy that is unique and aligns with their needs, objectives, and risk tolerance. Based on those core investment principles, we can lead you into a number of solutions including:

Your wealth is much more than a portfolio of stocks and bonds. It includes your home, your income, perhaps a cabin, collectibles like artwork and even the potential of an inheritance. Advanced planning enables you to gain a big picture view of your overall wealth. A comprehensive financial plan provides you with a strategic approach to protecting and harmonizing the benefits of those various assets, often enabling you to realize your life goals sooner.

Wealth Enhancement

Taxes can have a significant impact on your wealth and estate. We engage in collaborative thinking across investment strategy and tax planning. We can help you plan the most tax-efficient ways of holding your investments and overall assets, while guiding you through changing tax regulations. In addition, we will work closely with our wealth and estate planning specialists,* as well as your accountant and other tax professionals, to mitigate or eliminate tax while maximizing cash flow.

Wealth Transfer

We work closely with you and qualified specialists to develop a framework that ensures your estate passes to your intended heirs efficiently and in accordance with your wishes. This framework includes estate tax strategies to optimize your wealth transfer.

Wealth Protection

We assist in developing advanced planning strategies to protect your wealth through risk mitigation, legal structures or by transferring risk to insurance companies. We have access to the full range of insurance solutions from all the major carriers.* Our consultative process enables us to customize appropriate solutions to your specific needs and goals.

Legacy Planning*

We can provide you with guidance to implement planned giving strategies, from donation of shares to creating a foundation. And we will work closely with the individuals and institutions involved in creating your family legacy.